Future You Wealth

Future You Wealth as of Dec. 31, 2024

Portfolio Holdings for Future You Wealth

Future You Wealth holds 47 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 34.6 $49M 83k 588.68
Ishares Tr Short Treas Bd (SHV) 9.4 $13M 121k 110.11
Vanguard Index Fds Total Stk Mkt (VTI) 9.2 $13M 45k 289.81
Wisdomtree Tr Us Largecap Divd (DLN) 7.9 $11M 144k 77.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.7 $11M 227k 47.82
Ishares Tr 1 3 Yr Treas Bd (SHY) 5.0 $7.1M 87k 81.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.7 $3.8M 19k 198.18
Apple (AAPL) 1.8 $2.6M 10k 250.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $2.5M 4.3k 586.08
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.5 $2.2M 63k 34.59
Microsoft Corporation (MSFT) 1.4 $2.0M 4.8k 421.48
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.3 $1.9M 24k 78.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $1.7M 38k 44.04
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $1.4M 16k 89.08
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 1.0 $1.4M 55k 25.79
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.9 $1.3M 24k 55.66
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $1.2M 29k 41.82
Spdr Gold Tr Gold Shs (GLD) 0.7 $999k 4.1k 242.13
Meta Platforms Cl A (META) 0.7 $968k 1.7k 585.51
Ishares Tr Esg Scrnd S&p500 (XVV) 0.7 $921k 20k 45.30
NVIDIA Corporation (NVDA) 0.6 $888k 6.6k 134.29
Amazon (AMZN) 0.6 $847k 3.9k 219.39
Ishares Tr Msci Eafe Etf (EFA) 0.6 $798k 11k 75.61
Ishares Tr Paris Algnd Clim (PABU) 0.5 $749k 12k 65.04
Alphabet Cap Stk Cl C (GOOG) 0.5 $691k 3.6k 190.44
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $666k 19k 35.48
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $634k 7.3k 87.33
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $623k 15k 40.92
Ishares Tr National Mun Etf (MUB) 0.4 $579k 5.4k 106.54
Packaging Corporation of America (PKG) 0.4 $536k 2.4k 225.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $529k 982.00 539.14
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $391k 7.4k 53.05
JPMorgan Chase & Co. (JPM) 0.3 $387k 1.6k 239.65
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $315k 13k 24.86
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $311k 774.00 401.58
Alphabet Cap Stk Cl A (GOOGL) 0.2 $304k 1.6k 189.31
Relx Sponsored Adr (RELX) 0.2 $302k 6.7k 45.42
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $285k 2.5k 115.22
Procter & Gamble Company (PG) 0.2 $268k 1.6k 167.65
Tesla Motors (TSLA) 0.2 $261k 647.00 403.84
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $245k 2.5k 99.54
Sempra Energy (SRE) 0.2 $243k 2.8k 87.72
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $239k 1.3k 185.13
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $230k 1.8k 128.79
salesforce (CRM) 0.2 $223k 666.00 334.33
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $221k 3.9k 56.70
Ishares Tr Core Msci Eafe (IEFA) 0.1 $209k 3.0k 70.28